Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.3B
AUM Growth
-$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,584
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$101M
3
+$94.6M
4
CLX icon
Clorox
CLX
+$92.1M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$82.8M

Top Sells

1
+$355M
2
+$163M
3
+$111M
4
UPS icon
United Parcel Service
UPS
+$90M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$81.4M

Sector Composition

1 Technology 17.23%
2 Healthcare 11.66%
3 Financials 9.32%
4 Industrials 9.17%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$93.8M 0.13%
420,868
+32,091
177
$93.4M 0.13%
863,499
+38,776
178
$93.1M 0.13%
704,532
-90,354
179
$93M 0.13%
1,918,155
+11,915
180
$91.3M 0.12%
2,732,969
+136,302
181
$90.3M 0.12%
659,505
+96,621
182
$89.7M 0.12%
387,664
+43,539
183
$89.6M 0.12%
358,656
-17,848
184
$89.6M 0.12%
1,941,655
+237,238
185
$89M 0.12%
2,131,633
-710,213
186
$88.6M 0.12%
474,022
+17,306
187
$87.4M 0.12%
732,725
+452,227
188
$86.9M 0.12%
176,955
+909
189
$86.8M 0.12%
269,124
-15,819
190
$86.6M 0.12%
346,837
+231
191
$86.5M 0.12%
2,256,767
+3,123
192
$85.9M 0.12%
448,326
-48,501
193
$85.6M 0.12%
1,027,339
+41,931
194
$84.4M 0.12%
337,482
+165,081
195
$82.9M 0.11%
1,212,325
-34,155
196
$81.9M 0.11%
1,071,419
+167,289
197
$81.8M 0.11%
343,745
+18,771
198
$81.7M 0.11%
1,667,702
+359,332
199
$80.5M 0.11%
3,119,861
+56,331
200
$79.1M 0.11%
1,240,581
+439,593
6 7
8
9 10